Integrated Wealth Concepts’s Legence Corp LGN Stock Holding History

Integrated Wealth Concepts’s Portfolio LGN Stock Details LGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$511	Buy	+6	New	+$489	﹤0.01%	5645

Other funds holding LGN

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FACM

Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return

Integrated Wealth Concepts's LGN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Legence Corp (LGN) in Q2 2026: 6 shares worth $511. The stake represents ﹤0.01% of the portfolio and ranks #5645 among its holdings.

266 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

Integrated Wealth Concepts held 6 shares of Legence Corp worth $511 as of Q2 2026.
Legence Corp was a new Integrated Wealth Concepts position in Q2 2026.
Legence Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5645 holding.
266 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.